Olivia Shipstone
BSc (Hons), DipPFS, FPFS Chartered Financial Planning and Fellow of the Personal Finance Society
I've now been advising for over 10 years and I'm just as passionate and excited about the impact I have on my clients' lives. I find it equally important that I keep my knowledge up to date and continuously developing myself, so I can offer the best possible advice to my clients, even after becoming chartered and gaining fellowship back in 2019!
I take real pride in building long-lasting, genuine relationships, getting to know what truly matters to each person I work with. This allows me to deliver a service that’s not only professional and well-rounded, but also personal and tailored to you.
Since becoming a Mum in 2021 I've found myself specialising in family planning, from the childcare system for Nurseries through to further education for children & grandchildren. It's a big passion of mine and helps that I'm walking in the same shoes as many of my clients. Family life is always evolving, and alongside that, legislation and financial rules are constantly changing too. I really enjoy being a consistent, reliable point of contact for my clients - helping bring clarity, reassurance, and clear direction as things shift over time.
Outside of work, I’m a mum to two, Noah and Fleur, who certainly keep me on my toes (and sometimes make work feel like a bit of a break!). As a family, we love getting away together, travelling and exploring new places, cultures, and experiences whenever we can.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
Addresses
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
